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SEI Investments

558 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$509K
Puts
$1.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
276
Portside Wealth Group
Utah
$803K
Mariner
277
Mariner
Kansas
$801K
TWC
278
TD Waterhouse Canada
Ontario, Canada
$797K
LCM
279
Logan Capital Management
Pennsylvania
$796K
CAM
280
Cresset Asset Management
Illinois
$794K
PAMG
281
Patton Albertson Miller Group
Tennessee
$791K
HIP
282
Harrell Investment Partners
Texas
$772K
PP
283
Patten & Patten
Tennessee
$771K
SOADOR
284
State of Alaska Department of Revenue
Alaska
$763K
VCM
285
Voleon Capital Management
California
$762K
Mitsubishi UFJ Trust & Banking
286
Mitsubishi UFJ Trust & Banking
Japan
$751K
NS
287
NBC Securities
Alabama
$750K
X
288
Xponance
Pennsylvania
$749K
BCI
289
Brinker Capital Investments
Pennsylvania
$739K
HIM
290
Hillsdale Investment Management
Ontario, Canada
$738K
OL
291
Odyssean LLC
Connecticut
$735K
KPWS
292
Kestra Private Wealth Services
Texas
$732K
IWC
293
Integrated Wealth Concepts
Massachusetts
$714K
MM
294
MQS Management
New York
$706K
NYLIM
295
New York Life Investment Management
New York
$704K
MF
296
Magnetar Financial
Illinois
$682K
CIA
297
Concurrent Investment Advisors
Florida
$672K
ECM
298
Evergreen Capital Management
Washington
$659K
IMC
299
Investment Management Corporation
Virginia
$639K
SLAM
300
Swiss Life Asset Management
$630K